Zviratidzo zveUpbeat nezve bhizinesi reAI zviri kuwanda. Yazvino yaive chipmaking hofori yeTaiwan Semiconductor Manufacturing Co.'s first-quarter report nemusi weChina, ichiratidza kukura kwemari ye40.6%, pamusoro pekupedzisira kweiyo fungidziro. Iyo kambani yakasimudza kukura kwayo kwegore rose kusvika pamusoro pe30%. Sekureva kweTSMC CEO C.C. Wei, "chinodikanwa chine chekuita neAI chinoramba chakasimba."
Wei akati akatarisa ongororo iyi pamashoko kubva kuvatengi veTSMC-inogadzira machipisi panzvimbo yevagadziri vakasiyana siyana, inotungamirwa naNvidia-uye pamafemu emakore anotenga machipisi kubva kuNvidia. Izvi zvinoratidza kuti muhoro wekota unouya gare gare mwedzi uno kubva kumafemu makuru etekinoroji achaenderana nemhinduro yake. Hazvishamisi kuti mahombe etekinoroji akawana zvakawanda kubva mukupera kwaKurume-Microsoft, mutambi akaipisisa kusvika zvino gore rino pakati pemazita makuru, akakwira 18%, semuenzaniso, nepo Nvidia iri kumusoro kwe20%. Iyo Nasdaq yakakwira 16% munguva imwe cheteyo.
